Strait & Sound Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.11M | Sell |
3,746
-36
| -1% | -$20.2K | 0.89% | 25 |
|
2025
Q1 | $2.07M | Buy |
3,782
+52
| +1% | +$28.5K | 0.96% | 23 |
|
2024
Q4 | $1.96M | Sell |
3,730
-24
| -0.6% | -$12.6K | 0.91% | 19 |
|
2024
Q3 | $1.85M | Sell |
3,754
-455
| -11% | -$225K | 0.9% | 21 |
|
2024
Q2 | $1.86M | Buy |
4,209
+396
| +10% | +$175K | 0.95% | 19 |
|
2024
Q1 | $1.79M | Buy |
3,813
+12
| +0.3% | +$5.62K | 1% | 19 |
|
2023
Q4 | $1.62M | Sell |
3,801
-130
| -3% | -$55.6K | 1.01% | 18 |
|
2023
Q3 | $1.56M | Sell |
3,931
-79
| -2% | -$31.3K | 1.34% | 15 |
|
2023
Q2 | $1.58M | Sell |
4,010
-609
| -13% | -$240K | 1.56% | 15 |
|
2023
Q1 | $1.68M | Buy |
4,619
+29
| +0.6% | +$10.5K | 1.67% | 13 |
|
2022
Q4 | $1.72M | Buy |
+4,590
| New | +$1.72M | 1.88% | 12 |
|